Purchases and Sales Made in Q3 2023 in Vanguard Total Stock Market Et (VTI)
This table provides information about the institutional ownership of Vanguard Total Stock Market Et (VTI) during Q3 2023. The information is specifically focused on institutions that hold shares of VANGUARD TOTAL STOCK MARKET ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.23K+ 6.21% |
$1.11M - $1.19M
|
89.4K
$26.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.2K+ 21.78% |
$1.1M - $1.19M
|
29.1K
$8.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
5.09K+ 9.11% |
$1.08M - $1.16M
|
61K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
5.05K+ 5.4% |
$1.07M - $1.15M
|
98.7K
$29.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
4.99K+ 5.64% |
$1.06M - $1.14M
|
93.5K
$28.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
4.99K+ 28.25% |
$1.05M - $1.14M
|
22.6K
$6.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.97K+ 1.2% |
$1.05M - $1.13M
|
418K
$126M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.95K+ 3.93% |
$1.05M - $1.13M
|
131K
$39.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.93K+ 148.51% |
$1.04M - $1.13M
|
8.25K
$2.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.91K+ 1.15% |
$1.04M - $1.12M
|
432K
$130M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.9K+ 7.86% |
$1.04M - $1.12M
|
67.2K
$20.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.9K+ 9.23% |
$1.04M - $1.12M
|
58K
$17.4M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.89K+ 4.89% |
$1.03M - $1.12M
|
105K
$31.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.89KNew |
$1.03M - $1.12M
|
4.89K
$1.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
4.78KNew |
$1.01M - $1.09M
|
4.78K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.72K+ 52.51% |
$997K - $1.08M
|
13.7K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
4.7K+ 1.24% |
$994K - $1.07M
|
385K
$116M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.64KNew |
$981K - $1.06M
|
4.64K
$1.39M
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
4.6K+ 13.83% |
$972K - $1.05M
|
37.9K
$11.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.58K+ 31.82% |
$969K - $1.05M
|
19K
$5.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
BUY
|
- |
4.55K+ 21.49% |
$962K - $1.04M
|
25.7K
$7.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
4.5K+ 5.87% |
$951K - $1.03M
|
81.1K
$24.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.49K+ 18.47% |
$949K - $1.02M
|
28.8K
$8.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
4.46K+ 52.77% |
$944K - $1.02M
|
12.9K
$3.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.46K+ 5.93% |
$943K - $1.02M
|
79.7K
$23.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.45KNew |
$941K - $1.02M
|
4.45K
$1.34M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.44K+ 1865.55% |
$939K - $1.01M
|
4.68K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.44K+ 4.73% |
$939K - $1.01M
|
98.3K
$29.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.37K+ 4.6% |
$924K - $998K
|
99.5K
$29.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.35K+ 32.47% |
$919K - $993K
|
17.7K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.34K+ 0.51% |
$918K - $991K
|
849K
$255M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.33K+ 173.29% |
$915K - $988K
|
6.82K
$2.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
4.27K+ 7.79% |
$903K - $975K
|
59K
$17.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
4.22K+ 46.51% |
$893K - $964K
|
13.3K
$4M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.18K+ 3.63% |
$883K - $954K
|
119K
$35.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.15K+ 2.2% |
$878K - $948K
|
193K
$57.9M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.14K+ 14.84% |
$875K - $946K
|
32K
$9.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
4.14KNew |
$875K - $945K
|
4.14K
$1.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
4.11K+ 3.36% |
$869K - $939K
|
127K
$38M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.09K+ 26.3% |
$865K - $934K
|
19.6K
$5.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
4.08K+ 7.21% |
$863K - $933K
|
60.8K
$18.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.05K+ 2.99% |
$857K - $926K
|
140K
$41.9M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
4.03KNew |
$852K - $920K
|
4.03K
$1.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.01K+ 13.59% |
$847K - $915K
|
33.5K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4K+ 3.25% |
$846K - $914K
|
127K
$38.1M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.99K+ 9.44% |
$844K - $912K
|
46.3K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.94K+ 8.04% |
$833K - $899K
|
52.9K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.93K+ 1.5% |
$830K - $897K
|
265K
$79.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.92K+ 14.98% |
$828K - $894K
|
30.1K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.87K+ 7.89% |
$819K - $884K
|
52.9K
$15.9M
|